Our insights


Winter Issue Forty One

In this issue
Understanding Finance

The slowing global macro backdrop is feeding through to the performance of a range of businesses.

Equity prospects


In its simplest form ServiceNow (NOW) can be described as a software company that helps businesses automate their processes.


Recently I travelled to San Francisco and Seattle on a US company roadshow.


Zurich based Barry Callebaut (BC) trades and manufactures cocoa based ingredients for sweets, pastries, drinks-out-of-vending-machines, ice creams and desserts as well as actually making some of…